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Vendor Portal 10.5.3.188 – August 2017
Vendor Portal Onsite Training Slides
August 2017 – Version 1.04
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
We ask that you kindly…
Turn off cell phones and mobile devices
Use your laptops for exercises only
Please refrain from leaving the room during training so you do
not disrupt others – we will provide a break
Please return promptly after the break – we have a lot to cover
Welcome
1
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Agenda
1. Introducing the Vendor Portal
2. Navigating the Vendor Portal – Understanding the Basics
3. Submitting Costs to the Vendor Portal
Understanding Cost Zones
Using the Cost Book and Electronic Imports
Using the Vendor Cost Entry module
4. Submitting Item Adjustments (Deals and Promotions) to the Vendor Portal
Key concepts and terms
Using the Item Adjustments List and Electronic Imports
Using the Vendor Item Adjustments module
5. Oops! Remove Submitted Item Adjustments
6. A Look at the Vendor Maintenance Module
7. Here to Support You
8. Complete Vendor On-Boarding
2
Vendor Portal 10.5.3.188 – August 2017
1. Introducing the Vendor Portal
3
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
The Vendor Portal is …
Web interface into Power HQ (the centralized DeCA item catalog and data
repository that enables you to communicate and collaborate with DeCA
electronically)
A view into item, cost, and adjustment data for all products you provide
DeCA – by contract if you have multiple contracts with DeCA
Protected means of providing costs and adjustments to DeCA – access to
data is controlled so you can only see your data and another vendor cannot
Replacement for the DeCA Web Pricing System
An easy and accurate way to enter future cost changes and promotional
adjustments – using the data already in Power HQ
A means to continually increase data integrity and visibility in real-time
What is the Vendor Portal?
4
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Benefits of the Vendor Portal
Less Paperwork & Delay
• Everything in electronic
format
• Submit costs/adjustments
electronically and
immediately
• No more waiting on the mail
Accuracy & Efficiency
• Eliminate errors in entering
data provided on paper or
in spreadsheets
• Validation of key data
elements at the time of
data submission
Visibility
• You see your data only –
and other vendors cannot
see your data
• Current view into your
items, costs (historical,
current, and future) and
deals/adjustments
• Transparency between
you and DeCA – you see
what DeCA sees
Cost Savings & Profitability
• Reduced costs to provide
data – leverage existing
data versus starting from
scratch
• Real-time input and delivery
to ensure correct cost and
deals are in place on the
effective date
• Supports multiple costs and
adjustment submissions
5
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017 6
What’s Here and What’s Coming?
Vendor Portal Phase II
Submit new items – replaces
DeCA Form 40-15 (New Item
Presentation and File Maintenance)
Resale Ordering Agreement (ROA)
Contracting Management
Maintain items
GDSN synchronization
Bill Back Manager
Vendor Portal Phase I
View Cost Book
View Item Adjustments Lists
Enter and submit cost changes
Enter and submit adjustments
(deals and promotional offers)
View status of submitted costs
and adjustments
2018
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Impact on Vendors
7
Vendor Portal replaces DeCA’s current Web Pricing tool – all Web Pricing vendors must use the Vendor Portal to submit cost changes and item adjustments for existing items.
EDI vendors can use the Vendor Portal, but can continue to submit costs and item adjustments via EDI.
For EDI vendors, DeCA will accept Regular Costs through the 879 EDI transaction set and Promotional EDI 889 for all Adjustments (no changes).
For Web Pricing vendors, you will no longer submit a “net cost” (i.e., your regular cost for a non-promoted item minus any allowance/adjustments for promotional items). You will submit your regular cost for an item and then submit adjustments to that cost for deals/promotions separately.
New items will not be submitted in the Vendor Portal until Phase II. New items will continue to be submitted on DeCA Form 40-15 (New Item Presentation and File Maintenance) with initial regular cost and entered by DeCA into Power HQ. Once the new item is added to Power HQ, you will submit cost changes and adjustments via the Vendor Portal.
Vendor Portal will replace the use of DeCA Form 40-16 (DeCA Promotional Presentation Form). Item adjustments/deals are to be submitted through the Vendor Portal or EDI 889 with the exception of seasonal, One Time Buy (OTB), Shippers, and Pallets. These will continue to be submitted on a 40-16 accompanied with a 40-15. The adjustments for these items will be entered into Power HQ by DeCA.
You will see the same record that DeCA sees – a single version of the truth.
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
How the Vendor Portal Works
• Submit cost changes and
item adjustments (deals) via
the Vendor Portal (your
personalized view into Power
HQ).
• The changes go into the
Staging Tables, which are a
holding area until the entry is
accepted or rejected (based
on defined business rules or
DeCA actions). You can
review, correct, and resubmit
rejected changes if
necessary.
• Accepted changes move to
the Operational Tables
where they are executed.
Vendors
Vendor Portal
Staging Tables
Operational Tables
Power HQ
DeCA
• Review and accept or
reject changes not
automatically
accepted/rejected by
defined business rules
(e.g., item adjustments for
negotiated promotions)
8
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• Regular Cost is the cost of an Item without any
Adjustments. Regular base cost changes go directly into
the operational tables after passing through Vendor Portal
business rules to filter out error conditions and incorrect
data. Vendors will see their regular base cost changes
marked as Accepted if they pass all Business Rules and
Filters or Rejected if they do not pass.
• Web Pricing vendors will no longer submit a “net cost” (i.e.,
regular cost for a non-promoted item minus any
allowance/adjustments for promotional items). You will
submit your base cost for Cost Zone 99 for an item. If you
are going to submit an adjustment to that base cost – these
are submitted separately (a two-step process).
Basic Cost Concepts in Vendor Portal
9
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Basic Cost Concepts in Vendor Portal
Regular Costs are submitted via:
• EDI 879 and Vendor Portal
• Bi-weekly – submitted by the 10th or 25th of the month to apply to the
1st or 16th of the next month, respectively.
• Weekly as identified in the contract; submitted five days prior to start
date (e.g., submit by Tuesday to start on Sunday).
• Form 40-15 – submitted when a new item is added. The cost for the
item will be added by DeCA File Maintenance the date the item is added
to the Master Catalog, not the date the item is allocated. This will allow
Sales to see any Vendor cost changes prior to the item availability in the
distribution center.
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017 11
Basic Cost Concepts in Vendor Portal
• Power HQ will populate an end date for a Regular Cost only
when a new Regular Cost is submitted.
• Item cost will revert back to the Regular Cost at the end of a
promotion or cost adjustment period.
• Power HQ will not accept a Regular Cost submission/change
for a date with an active adjustment.
• “Last-in” submission applies only if the cut-off date has not
passed.
Vendor Portal 10.5.3.188 – August 2017
2. Navigating the Vendor Portal
12
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Objectives
You will gain the knowledge and ability to:
Move around in the Vendor Portal (Basic Navigation)
Specify the data you want to view (Filtering)
Generate and export reports
13
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Getting Started
Access Vendor Portal via URL
User ID and Password required
Login determines what you can see
and do
Vendor Selection Options
By UPC EAN
By Select Vendor
14
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How to Change Your Password
To change your login
password…
1. Click on your username.
2. Click on the User Security
popup.
In the User Security window…
3. Enter your current
password.
4. Enter and confirm your new
password (see Password
Requirements).
5. Leave the Password Never
Expire box checked or use
the calendar to select a
Password Expiration Date.
6. Click the Save button.
7. Click OK on the
confirmation message,
15
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Navigation Basics
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Using the Search Tool: Demonstration
Find specific data using the search tool.
In any module
Define
search/filter
criteria, logic,
and value(s)
ADD and APPLY
search/filter
criteria
View data in grid
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Simple Search
To find information on a single known attribute (e.g., UPC, Brand Code, etc.)
4 6
5
7
18
1. Select filter option from the dropdown (e.g., UPC EAN to find information on a specific item). The filter options will vary based on the module you are in. To see all items, click Apply.
2. Select filter logic from the dropdown. The most commonly used logic for the filter is displayed as the default and can typically be used.
3. Enter the filter value or use the Find icon. The Find icon indicates specific values must be entered.
4. Click Add.
5. Verify filter displays in the summary bar. If it does not display, click Add again. To delete a filter, click on the X. To delete all filters, click Clear.
6. Click Apply.
7. Results based on the filters specified display in the summary grid. In the Vendor Cost Entry and Vendor Item Adjustments modules, double click to select a row and display additional data.
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
To find information using a combination of filters (e.g., Brand Code, Stage Status, Start Date etc.)
Search Using Multiple Filters
19
1. Select the first filter
using the dropdown
2. Select the filter logic
3. Enter or select
value.
4. Click Add.
Repeat Steps 1-4 for
additional filters
5. Verify filter(s)
displays in the
summary bar. If it
does not display,
click Add again.
To delete a filter,
click on the X. To
delete all filters,
click Clear.
6. When all filters are
entered and
displayed in the
filter bar, click
Apply.
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
1. If you do not know the exact data to enter, click on the Find icon in the filter bar. A new window opens.
2. Click the drop down arrow in the Filter By box and select Brand Description.
3. Click the V down arrow in the search logic field and select Like.
4. Use the wild card (%) to search for the correct spelling of the Brand Description as it appears in Vendor Portal – enter %hers% in the target data area.
5. Click the Add button – The target data will appear in the search summary bar.
6. Click the Apply button.
7. The search data will appear in the summary grid. Click the “+” next to the desired selection to move it to the Selection area.
8. Select the item.
9. Click Apply at the bottom of the screen.
Search Using Find Icon and Wildcards
20
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Creating and Generating Reports: Demonstration
Vendors will be able to view, and format data to create reports from any summary grid in Vendor Portal.
In any module -
input search
criteria
Sort
data in
Summary Grid
Click Export
button & select
file format
Select Report
to view
Open View
Generated
Report module
21
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Export and View Reports
22
In any module with the Export
option…
1. Input filter criteria.
2. Sort results (optional)
3. Click Export.
4. On popup, select desired file
format.
5. Click Generate Report.
6. On the next popup, click OK.
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Export and View Reports (cont.)
23
7. Open the View
Generated Report
module.
8. Double click in the
row to select the
report you want.
9. Click View.
.
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Export and View Reports (cont.)
24
10. The report
displays based
on the filters and
file format
selected. This
example shows a
CSV (Excel)
format.
.
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Hands-On Practice
25
Vendor Portal 10.5.3.188 – August 2017
3. Submitting Costs via the Vendor Portal
26
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Objectives
Gain the knowledge and ability to:
Use the Cost Book to …
Find cost and other information on your items
Review all items or selected items (using filtering)
items within a contract or agreement
Export spreadsheets for entering and importing costs into the Vendor Portal
electronically
Enter and submit item cost information for existing items
• Via Electronic Import using the Cost Book
• Via the Vendor Cost Entry module
Understanding Cost Zones
27
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3-1. Understanding Cost Zones
28
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Your contracts and agreements with DeCA define the Cost Zones and
stores you serve. These are defined in the Vendor Store Table module
on a vendor and contract basis. The stores associated with any defined
Cost Zone will vary between vendors.
You need to provide a cost for Cost Zone 99 (EDI Price Zone DoDAAC
HQCAAA on the EDI 879), which is the “base” cost of the item for all
Cost Zones and Stores you serve. If you have a Cost Zone(s) that
requires a base cost that is different than Cost Zone 99, a separate cost
entry must be entered for that Cost Zone(s).
What is the importance of Cost Zone 99? Cost Zone 99 will always be
the cost that the system will revert back to in the case of a cost record
having an end date without a future cost to change to. Any item that is in
the system without a cost assigned to Cost Zone 99 will risk system error
that will result in adverse impact on invoices and retails in our stores.
How Cost Zones Work in Vendor Portal
29
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For example, you want to submit the following cost changes for an item:
Cost Zone Region Case Cost
99 All Cost Zones $99.00
22 Alaska $110.00
23 Hawaii $110.00
First, you enter the case cost of $99.00 for Cost Zone 99. Then enter
the Case Cost of $110.00 for Cost Zones 22 and 23. That’s all you have
to enter since the cost entered for the Cost Zone 99 will apply to the
other Cost Zones you serve.
Note; Each time a new cost for Cost Zone 99 is submitted (via EDI 879
or the Vendor Portal), the new base cost will override all other Cost
Zones. This will require a new cost entry for each Cost Zone that
continues to be different from the Base Cost 99.
How Cost Zones Work in Vendor Portal
30
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Vendor Store Table
31
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Understanding Cost Zones in Vendor Portal
Cost Zone 99 represents the “base” cost zone for each item provided by
a specific vendor. Vendors must provide a base cost for Cost Zone 99.
Vendors only have to designate the costs for Cost Zones other than the
base Cost Zone, if applicable.
Cost Zones in Vendor Portal
32
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Cost Zones in Vendor Portal
How Vendor Portal handles Cost Zones when entering Costs or Item
Adjustments for an Item…
1. Input the base item cost value into Cost Zone 99. This will populate all
Cost Zones associated with the item to that value
2. If the cost for a Cost Zone defined in your contract or agreement is
different than the base item cost, enter the appropriate cost for that Cost
Zone.
33
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3-2. Using the Cost Book and Electronic Import
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Exporting Cost Book Spreadsheet
Open Cost Book
module
Select Report
and click “View”
Export as
CSV file- Click “New”
- TransType ID = 0
- Click “Load from
Excel”
- Select saved
Excel file
- Click “Load”
- Click “Save”
- Review Results
Open Electronic
Imports module
Open View
Generated Report
module
On your PC…
- Enter the cost
data in Excel
- Delete any
unused rows
- Save file on
your computer
35
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Exporting the Cost Book
36
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Exporting the Cost Book (cont.)
37
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Exporting the Cost Book (cont.)
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Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Exporting the Cost Book (cont.)
39
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Entering Cost Changes in Spreadsheet
40
Enter Cost Changes
• Future Case Cost• Start Date• End Date
(if applicable)
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Importing Costs from Spreadsheet
41
Open Electronic Imports
module
• Click
• For TransTypeID, enter “0”
• Click
• Click
• Locate the .xls file on your
computer and double click on it
• Click to import the file
• When the Import Data appears,
click
• Click OK on the two
confirmation messages
• Click on the Results tab to see
the number of rows, inserts,
errors, warnings, and excludes
• Click on the Import tab to see
the data imported
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Importing the Cost Book
42
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Importing the Cost Book
43
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Hands-On Practice
44
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
3-3. Using the Vendor Cost Entry Module – Manual Entry
45
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Manual Cost Entry
Vendor Cost
Entry module
Enter Item Cost Data
Click Plus Sign to Save and
Submit
46
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Stage Status Indicators
Stage Status
OPEN
PENDING ACCEPT
APPLIED
PENDING REJECT
REJECTED
47
Open – The Adjustment is open in the Staging Table waiting for action from DeCA.
Pending Accept – The Adjustment has been accepted but has not yet been applied to the operational
tables.
Applied – The Cost Change or Adjustment has been accepted and applied to the operational tables.
Pending Reject – The Adjustment has been rejected; however you have the opportunity to resubmit the
Adjustment based on the rejection code and reason.
Rejected – The Cost Change or Adjustment has been rejected.
Vendor Portal uses the following color coding to indicate the status of submitted changes in the
Staging Tables.
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Submit Costs via Vendor Cost Entry Module
48
Open Vendor Cost
Entry module
1. Click in top blank row
2. Enter UPC number.
The system will enter
item data based on the
UPC.
3. Enter Case Cost, Cost
Zone, Start Date, and
End Date (if
appropriate).
4. Click the “+” to submit
the entry and open a
new row.
5. The item now has an
OPEN stage status.
6. The system captures
and displays the date
the record was
changed and who
changed it.
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Hands-On Practice
49
Vendor Portal 10.5.3.188 – August 2017
Break
50
Vendor Portal 10.5.3.188 – August 2017
4. Submitting Item Adjustmentsvia the Vendor Portal
51
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Objectives
Gain the knowledge and ability to:
Use the Item Adjustment List to create spreadsheets for entering and importing
adjustments into the Vendor Portal electronically
Enter and submit item adjustments (negotiated and non-negotiated) for existing
items
Via the Electronic Imports module
Via the Vendor Item Adjustments module
52
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4-1. Key Concepts and Terms –Item Adjustments
53
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Item Adjustments – Key Principles
Non-Negotiated Promotions ( Adjustment Code 1)
Do NOT require DeCA approval and are independent of a promotional event
Every Day Low Price (EDLP)
Temporary Price Reduction (TPR)
Negotiated Promotions
Require DeCA approval and are associated with a promotional event.
(NOTE: Negotiations occur outside of the system.)
Power Buy Off Invoice (Adjustment Code 2)
National Promotions Off Invoice (Adjustment Code 2)
Managers Special Scan Down (Adjustment Code 10)
• Adjustments associated with events must be submitted 120 days prior to the VPR date
• Event ID numbers are on the DeCA Promotional Calendar on commissaries.com
• Event IDs are required for Adjustment Codes 2 and 10.
• Event ID is NOT required for Adjustment Code 1.
54
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Item Adjustments – Key Principles
Adjustments and Cost Zones
Cost Zone 99 - applies adjustments to all Cost Zones and should be used
for Non-Negotiated Promotions only (Adjustment Code 1)
Cost Zone 999 - Applies adjustment to the 48 continental US states (not
Alaska and Hawaii) and is should be used for Negotiated Promotions
(Adjustment Codes 2 and 10)
Note: Cost Zone 999 can only be used with adjustments
55
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Item Adjustments – Reason Codes
Reason Codes – Provide information as to why DeCA rejected the submission.
56
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Stacking Promotions
An item (single UPC) can have a single adjustment or up to three simultaneous
adjustments (aka “promotional stacking”)
1. Adjustments that can be stacked:
• Adjustment Code 1 – EDI Off Invoice (Non-negotiated TPRs or EDLPs Off Invoice)
• Adjustment Code 2 – PowerBuy Off Invoice Allowance
• Adjustment Code 10 – Managers Special - Scandown
2. All adjustments will be reflected in the Retail Price calculation in Power HQ as
“Adjustments”
3. Promotions with the same Adjustment Code will not stack. The last one received will
apply.
57
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4-2. Using the Item Adjustment List and Electronic Import
58
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Importing Item Adjustment List
Open Item
Adjustment List
module
Select Report
and click “View”
Export as
CSV file- Click “New”
- TransType ID = 4
- Click “Load from
Excel”
- Select saved
Excel file
- Click “Load”
- Click “Save”
- Review Results
Open Electronic
Imports module
Open View
Generated Report
module
On your PC…
- Enter the item
adjustment
data in Excel
- Delete any
unused rows
- Save file on
your computer
59
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Item Adjustment List
1
24
3
60
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Item Adjustment List
1
2
61
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Item Adjustment List
62
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Item Adjustment List
63
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Exported Item Adjustment List
64
Enter Adjustment Data
• Event ID (if applicable)
• Adjustment Code (1, 2 or 10)
• Adjustment Case Adjustment Amount
Enter Adjustment Data
• Start Date• End Date• Vendor Comment
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Importing Item Adjustment List
65
Open Electronic Imports
module
• Click
• For TransTypeID, enter “4”
• Click
• Click
• Locate the .xls file on your
computer and double click on it
• Click to import the file
• When the Import Data appears,
click
• Click OK on the two
confirmation messages
• Click on the Results tab to see
the number of rows, inserts,
errors, warnings, and excludes
• Click on the Import tab to see
the data imported
Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Importing Item Adjustment List
66
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Importing Item Adjustment List
67
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Hands-On Practice
68
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4-3. Using the Vendor Item Adjustments Module – Manual Entry
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Manual Item Adjustment Entry
Vendor Item
Adjustments
module
Enter Item Adjustment
data
Click Plus Sign to Save and
Submit
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Submit via Vendor Item Adjustments Module
1 23
4
71
Open Vendor Item
Adjustments module
1. To enter an adjustment
for an existing item
2. Enter UPC number in the
top blank row. The
system will enter item
data based on the UPC.
3. Enter Event ID if
applicable, Adjustment
Code (1, 2, or 10),
Adjustment Amount, Cost
Zone, Start Date, End
Date (if applicable), and
Vendor’s Comment (if
needed).
4. Click the “+” to submit
the entry and open a new
row.
5. The system captures and
displays the date the
record was changed and
who changed it.
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Hands-On Practice
72
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5. Oops! Remove Submissions
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Remove Item Adjustment
• You can request the removal of a submitted item adjustment.
Search and select
Adjustment
to request Removal
Vendor Item Adjustments
module
Category Manager
approves or rejects
Removal
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Remove Item Adjustment
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Hands-On Practice
76
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6. Vendor Maintenance Module
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Vendor Maintenance
78
Validate your contract information, contact DeCA for any changes.
Vendor Portal 10.5.3.188 – August 2017
7. Here to Support You
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Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Vendor Support – Help Desk
Vendor Portal Help Desk Support
Available everyday, all day (7x24x365)
Help Desk support includes providing:
• Guidance in the correct usage of the Vendor Portal
• Login assistance and password reset support
• Answering and/or escalating workflow questions to the
appropriate DeCA personnel
• Receiving and resolving technical support issues
• For Help Desk support, call 1-800-531-2222 and enter
PIN 7780
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Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Vendor Support – WBT and Documentation
Web Based Training (WBTs) and Vendor Portal User Guide on www.commissaries.com
As updates and enhancements are made to Vendor Portal, the
documentation will be updated and provided on www.commissaries.com
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Vendor Portal 10.5.3.188 – August 2017
8. Complete On-Boarding
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Vendor Portal 10.5.2.188Vendor Portal 10.5.3.188 – August 2017
Complete On-Boarding
• Authorized Negotiator has the capability to assign additional users with rights and privileges to conduct their business with DeCA.
• It is important that all Vendor SAM data be current and correct prior to your company going “live” on Vendor Portal.
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